EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,417
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$25.5M
3
+$9.75M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.86M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.8M

Top Sells

1
+$10.2M
2
+$4.85M
3
+$4.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.29M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.29M

Sector Composition

1 Technology 12.55%
2 Financials 7.15%
3 Consumer Discretionary 5.78%
4 Industrials 3.77%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4126
$92 ﹤0.01%
81
-121
4127
$92 ﹤0.01%
31
+18
4128
$91 ﹤0.01%
+17
4129
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1
-3
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$89 ﹤0.01%
2
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112
+104
4132
$88 ﹤0.01%
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$88 ﹤0.01%
+43
4134
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+1
4135
$87 ﹤0.01%
4
+2
4136
$84 ﹤0.01%
20
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7
-19
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$83 ﹤0.01%
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-23
4139
$82 ﹤0.01%
22
4140
$82 ﹤0.01%
3
+1
4141
$81 ﹤0.01%
40
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4142
$81 ﹤0.01%
18
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$79 ﹤0.01%
4
-7
4144
$78 ﹤0.01%
5
-3
4145
$78 ﹤0.01%
109
-513
4146
$78 ﹤0.01%
2
4147
$76 ﹤0.01%
122
-32
4148
$75 ﹤0.01%
8
-118
4149
$75 ﹤0.01%
1
4150
$74 ﹤0.01%
8
-61
164 165
166
167 168